Dallas, TX McKinney Ave Office

Amy Sabin is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James Financial Services. Outside of her advisory work, she is the owner and patent holder of Tude & Es Privata, a business that designs and sells yoga leggings, and she also teaches spin classes for the Young Men's Christian Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party portfolio management solutions.

Jeffrey Bopp is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior experience includes eight years at Cambridge Investment Research Advisors Inc and nine years as a self-employed advisor. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account services through both proprietary and third-party solutions.

M. Joann Matthews is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley, Merrill, and Raymond James prior to joining Steward Partners. Matthews is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Christopher Barton is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Steward Partners in various capacities since 2017 and previously at Raymond James Financial Services and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as Divisional President of Sales and Recruiting for Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Paula Feinberg is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Steward Partners and Raymond James across multiple affiliated firms since 2013. Feinberg serves on the board of the Dallas Opera House Hart Institute for Women Conductors and participates on the investment advisory committee for St. Rita's Catholic Community. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Brad Chumley is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and managing Chumley Investment Management. He is also a majority shareholder in Silverleaf Wealth Advisors and works as an independent insurance agent. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account solutions.

Marshall Simmons is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked at Cambridge Investment Research Advisors Inc. and Prosper Mullins Private Wealth Management. Outside of finance, his background includes roles in education and nonprofit organizations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both proprietary and third-party portfolio management solutions.

Adam Gelmon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial Services and J.P. Morgan Securities. He is also the owner of The Sabin Group, a non-investment-related business based in Dallas, TX. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA that manages approximately $36.7 billion in regulatory assets, serving individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies through proprietary and third-party solutions.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Brett Diamond is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Morgan Stanley. He is also the owner of Park Cities Group, a financial advisory support company based in Dallas, TX. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Tamra Enriquez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at several firms, including Hilltop Securities and Cetera Advisor Networks. She is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services. The firm offers both discretionary and non-discretionary management through proprietary and third-party solutions.

Donna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney. She is also the owner of Park Cities Group, a financial advisory support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a combination of proprietary portfolios and third-party managers.